Many people recognize the importance of "basic" estate planning. Far fewer recognize just how inadequate or problematic the plans they have in place may be. In fact, most estate plans don't work as intended — primarily because they are not properly and proactively maintained over time. Even if documents are occasionally amended in response to legal and personal changes, those changes often come too late to have the desired impact.
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Our cohesive, personable service team at Heritage Design Law LLC in Newton, Massachusetts, provides a holistic approach to estate, business and legacy planning. We thrive on helping our clients make sound, educated decisions and create trust-based plans that work — and then maintaining those plans through optimal, timely adjustments in the future.
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180 Wells Ave., Ste. 105
Newton, MA 02459